Vertiv, which makes power and cooling systems for AI data centers, told investors on Oct. 28 that its orders had more than doubled from a year earlier. The stock had fallen sharply over the summer after second-quarter sales missed expectations, and fell again in October amid rising borrowing costs, but the article reads the miss as revenue delayed rather than lost demand. Third-quarter sales rose 61%, and management raised its full-year sales outlook by about $650 million at the midpoint, while the shares trade near $236, about 33 times the midpoint of management's 2026 adjusted earnings guidance. The article flags risk from a short list of large customers, including Alphabet and Microsoft, and notes that acquisitions contributed about 6 percentage points of quarterly sales growth. It argues that owning the stock requires believing the AI build-out has years left to run, while accepting that the shares could fall by a third or more again.
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